Findash

Create a new organization onboarding flow.

onboarding_flow_create

Create an opportunity (lead) in the firm pipeline with full opportunity fields.

opportunities_create

Create a task. Defaults to personal tasks for self-service users and firm tasks for firm members.

tasks_create

Create or update a workflow template with full step schema support.

workflow_template_upsert

Delete one income/expense/savings item from a scenario group for future cash flow planning.

client_cashflow_item_delete

Delete a manual cash flow scenario by scenarioId (auto-promotes a new default if needed).

client_cashflow_scenario_delete

Delete or soft-delete one Business Entities & Trusts profile record from users/{clientUid}/entities.

client_entity_delete

Delete one financial goal by id from users/{uid}/settings/financialGoals and remove it from customOrder.

client_goal_delete

Delete or soft-delete one insurance policy record (and optionally delete storage file).

client_insurance_policy_delete

Delete one manual investment account by accountId (or by name match) and remove its manualInvestmentHoldings records.

client_manual_investment_account_delete

Delete one manual net-worth account by accountId (or by name match).

client_manual_account_delete

Delete a contact by id/email/external ref (soft-delete default).

contacts_delete

Remove one or all email/phone/address methods from a contact.

contact_methods_delete

Delete (or soft-delete) a family member record from client profile.

client_family_member_delete

Delete a configured firm tag from organization settings.

tag_delete

Delete a note by noteId for a full client account or a contact-only CRM record (hard delete by default; optional soft delete).

notes_delete

Delete one onboarding flow. Requires another flow to remain.

onboarding_flow_delete

Delete one custom question from an onboarding flow.

onboarding_flow_question_delete

Delete an opportunity (firm admin only; hard delete by default, optional soft delete).

opportunity_delete

Delete one professional contact entry from client profile.

client_professional_contact_delete

Delete a custom firm relationship value from organization settings (cannot delete Client/Prospect defaults).

relationship_type_delete

Delete a task (firm or personal scope). For firm tasks with subtasks, optional cascade/convert behavior.

tasks_delete

Delete a custom Vault folder/category or hide a default one; optionally migrate documents first.

client_vault_category_delete

Delete a Vault document subtype/subfolder; optionally migrate documents first.

client_vault_document_type_delete

Delete one step from a workflow instance and remove linked firm tasks.

workflow_step_delete

Delete one workflow template by templateId or templateName.

workflow_template_delete

Exclude/include one transaction from budget tracking or add/remove exclusion rules for similar transactions.

client_transaction_exclude

Fetch a full record by id from a prior search result (contact/task/opportunity/workflow/template/transcript).

fetch

Find likely duplicate contacts by same email, phone, or name/company.

contact_merge_candidates

Generate a starter onboarding flow from a purpose and target audience.

onboarding_flow_generate

Fetch an aggregated client brief (profile, note previews, tasks, opportunities, workflows, transcript matches) in one call.

client_brief_get

Project monthly cash flow over N months from a manual cash flow planning scenario.

client_cashflow_forecast_get

Fetch one manual cash flow planning scenario (or default) with groups, items, and totals.

client_cashflow_scenario_get

Compute income/expense/net totals, trend, and monthly rollups from transactions using Cash Flow page rules.

client_cashflow_summary_get

Fetch one client document metadata record by documentRefId/documentId.

client_document_get

Return a base64 chunk of one client document so MCP clients can process bytes directly.

client_document_binary_get

Get a signed or stored download URL for one client document.

client_document_download_url_get

Extract text from one client document (PDF/text/json/csv/xml/html) with chunking.

client_document_text_get

Fetch one email message by grantId/messageId, including full body and headers. Uses archive cache first and can refresh live from Nylas.

client_email_message_get

Fetch one Business Entities & Trusts profile record from users/{clientUid}/entities. Use this for trusts, LLCs, LPs, corporations, and similar profile records.

client_entity_get